Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,098 | $254,759-81.5% | $216,567-78.3% | $198,609-76.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 6.09% | 10.04%-4.0pp | 12.94%-6.9pp | 202.70%-196.6pp |
| Employer contribution / active EE | $5,153 | $6,096-15.5% | $5,216-1.2% | $5,055+1.9% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $276 | $26,311-99.0% | $21,981-98.7% | $19,030-98.6% |